Axiom Investment Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1513703 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$297,927

-$5,428 QoQ

Shares Held

3,229

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,750

of 2,304 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Axiom Investment Management LLC holds $729,216 across 4 Capital Markets names. SCHW ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,608	$336,136
2	SCHW	Schwab Charles Corp This page	3,229	$297,927
3	LAZ	Lazard, Inc.	2,100	$88,074
4	GS	Goldman Sachs Group Inc	7	$7,079

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,927	3,229	+0.0%	Shares	Sole	2026-07-31
2026-03-31	$303,355	3,228	+171.9%	Shares	Sole	2026-05-26
2022-09-30	$85,306	1,187	-84.5%	Shares	Sole	2022-11-14
2021-12-31	$644,791	7,667	+0.1%	Shares	Sole	2022-02-02
2021-09-30	$558,169	7,663	+0.2%	Shares	Sole	2021-10-18
2021-06-30	$556,847	7,648	-34.2%	Shares	Sole	2021-08-16
2021-03-31	$757,519	11,622	+1054.1%	Shares	Sole	2021-05-20
2020-12-31	$53,409	1,007	-91.3%	Shares	Sole	2021-02-11
2020-09-30	$420,117	11,596	+12.3%	Shares	Sole	2021-03-16
2020-06-30	$348,432	10,327	+0.5%	Shares	Sole	2021-03-16
2020-03-31	$345,344	10,272	—	Shares	Sole	2021-03-16
No filing history on record for this holder in this stock.